Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,858 | $95,664+87.0% | $76,902+132.6% | $139,487+28.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.33% | 55.03%-51.7pp | 37.91%-34.6pp | 373.84%-370.5pp |
| Employer contribution / active EE | $10,435 | $3,147+231.6% | $2,534+311.8% | $4,755+119.5% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,067 | $8,311-51.1% | $5,479-25.8% | $11,407-64.4% |